Investment Management

INVESTMENT SERVICES

Breaking down investing so you know what your money is actually doing.

How you invest is as important as what you invest in, and getting that “how to” advice shouldn’t cost you an arm and a leg. Here, we pride ourselves on giving our clients flexibility to choose how they want to receive investment advice and asset management services. Take your pick from the Investment Service Menu.

1. Financial Planning + Investment Advice

You want ongoing monitoring of your accounts, and we notify you of any significant changes that need to be made based on economic trends and forecasts, news, and other factors that could potentially affect your investment portfolios.

You want ongoing guidance and advice.

You want to be in control of your accounts but also want a professional money manager to oversee your accounts too.

You prefer us to help keep you accountable and stay abreast of the investment environment.

WHAT'S ASSET MANAGEMENT?

You can choose to have us directly manage your accounts. This doesn’t mean you relinquish all control of your accounts; it just means that you are choosing to add another layer of financial accountability and efficiency. We will help you consolidate your financial accounts to more easily keep track of how your investments are performing and directly report to you.